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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,486 | $114,130+36.2% | $96,192+61.6% | $167,553-7.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.22% | 190.07%-173.8pp | 192.09%-175.9pp | 478.89%-462.7pp |
| Employer contribution / active EE | $6,818 | $3,431+98.7% | $2,799+143.6% | $4,840+40.9% |
| Participant deferral / active EE | $11,935 | $5,198+129.6% | $4,351+174.3% | $6,343+88.2% |
| Admin fee / account holder | $209 | $6,901-97.0% | $5,539-96.2% | $12,316-98.3% |